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5.0 - 10.0 years
6 - 16 Lacs
kolkata, chennai, bengaluru
Work from Office
Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
panipat
Work from Office
Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...
Posted 1 month ago
1.0 - 5.0 years
4 - 9 Lacs
vijayawada, hyderabad
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...
Posted 1 month ago
1.0 - 3.0 years
3 - 5 Lacs
bengaluru
Work from Office
Warm Greeting !! Day shift Need only females with good comms mutual funds knowledge with TL on paper is mandatory 6 days of working Experience should be in relevant Domain oly For More Details Call : HR smitha @ 9880964847 (Call or Whatsapp)
Posted 1 month ago
0.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be resp...
Posted 1 month ago
3.0 - 12.0 years
3 - 20 Lacs
mumbai, maharashtra, india
On-site
Key Responsibilities: ? Manage and grow a high-net-worth portfolio with a minimum book size of ?20 crore ? Source clients via wealth channelsroles like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM ? Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions ? Build and maintain strong relationships with HNI/UHNI clients ? Coordinate with internal teams (trading, research, product) for seamless service delivery ? Actively cross-sell across products to drive revenue and advisory impact Key Skills & Qualifications: ? Proven portfolio management with book ??20 CR in HNI/UHNI domain ? Background in wealth-channel so...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
Role Overview: As an analyst in the Purchase & Sales department at UBS Financial Services Inc., your main responsibility will be to facilitate trade matching with various industry clearinghouses and contra parties across Equity, Option, UIT and Fixed Income products. You will play a crucial role in coordinating with internal and external stakeholders to ensure timely trade matching and settlement while resolving trade suspense and money discrepancies. Additionally, you will be responsible for processing daily control reports and reconciliations, handling inquiries from branch personnel, processing trade correction requests, and escalating issues to local team management. Key Responsibilities...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
karnataka
On-site
Role Overview: At Bidgely, you will play a crucial role as a Solution Consultant in the Presales and Solution Engineering team. Your main responsibility will be to analyze market trends and customer needs to guide sales, marketing, and innovation efforts at Bidgely. You will work closely with customers to understand their requirements, design solutions, provide technical support during sales calls, and respond to RFPs. Reporting to the Director, Presales and Solution Engineering, and with a dotted line reporting to the Vice President, International Sales, you will be instrumental in driving Bidgely's market share growth. Your extensive experience in the utility industry on presales, sales, a...
Posted 1 month ago
3.0 - 8.0 years
8 - 14 Lacs
chennai, bengaluru
Work from Office
Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...
Posted 1 month ago
1.0 - 3.0 years
4 - 8 Lacs
madurai
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...
Posted 1 month ago
0.0 - 5.0 years
1 - 4 Lacs
new delhi, gurugram, jaipur
Work from Office
Role & responsibilities Live stream, Good communication. Preferred candidate profile
Posted 1 month ago
2.0 - 4.0 years
4 - 6 Lacs
panipat
Work from Office
Job Title: Stock Trader Location: Panipat, Samalkha, Karnal, Sonipat Salary: 4 LPA+ Performance-based Incentives Experience Required: 2+ years Qualification: NISM Certification (Mandatory) Job Type: Full-Time About Savvi Capital: Savvi Capital is a fast-growing proprietary trading and fintech platform focused on equity, derivatives, and commodities trading. We empower traders with capital, tools, and strategies to maximize profits while developing their trading careers. Job Description: We are looking for an experienced Stock Trader with strong skills in equity, futures & options (F&O), and commodity markets. The candidate will be responsible for executing trades, analyzing market trends, ma...
Posted 1 month ago
0.0 - 6.0 years
1 - 3 Lacs
lucknow
Work from Office
Responsibilities : Manage client relationships through regular communication and service delivery. Collaborate with sales team on cross-selling opportunities. Monitor market trends and provide investment advice. sales of financial products(Demat,.... Provident fund Annual bonus Sales incentives
Posted 1 month ago
1.0 - 3.0 years
4 - 9 Lacs
thiruvananthapuram
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
kolkata, durgapur, howrah
Work from Office
Achieving sales target through Assigned leads, which may be self generated or generated by branch,call centers & other sources Meeting prospective customers in the assigned geographic to understand their financial needs & selling insurance solutions
Posted 1 month ago
0.0 - 5.0 years
0 - 2 Lacs
pune
Work from Office
SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...
Posted 1 month ago
0.0 - 5.0 years
0 - 2 Lacs
ahmedabad
Work from Office
SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Gujarat Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate Freshers Can apply. Age will be between 18-30 years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Merchandise...
Posted 1 month ago
7.0 - 10.0 years
7 - 10 Lacs
visakhapatnam, andhra pradesh, india
On-site
Job Purpose Provide legal guidance and support for private and public fund-raising initiatives , including debt and equity transactions. Oversee mergers, acquisitions, divestments , and related legal matters. Facilitate deal execution by ensuring regulatory compliance and efficient transaction management . Organisation Chart Reports to Head Corporate Legal . Key Accountabilities & Performance Indicators Legal Guidance & Advisory Provide legal oversight on: Equity capital market transactions (IPO, QIP, Rights Issue, OFS). Mergers & Acquisitions . Private Equity investments . Divestments by GMR Group . Exhibit sound negotiation skills , advising business teams on transaction-related legal issu...
Posted 1 month ago
9.0 - 12.0 years
9 - 12 Lacs
nagpur, maharashtra, india
On-site
Job Purpose Provide legal guidance and support for private and public fund-raising initiatives , including debt and equity transactions. Oversee mergers, acquisitions, divestments , and related legal matters. Facilitate deal execution by ensuring regulatory compliance and efficient transaction management . Organisation Chart Reports to Head Corporate Legal . Key Accountabilities & Performance Indicators Legal Guidance & Advisory Provide legal oversight on: Equity capital market transactions (IPO, QIP, Rights Issue, OFS). Mergers & Acquisitions . Private Equity investments . Divestments by GMR Group . Exhibit sound negotiation skills , advising business teams on transaction-related legal issu...
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
chennai, tamil nadu, india
On-site
Our story At Alight, we believe a company s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be Alight. Our Values: Champion People - be empathetic and help create a place where everyone belongs. Grow with purpose - Be inspired by our higher calling of improving lives. Be Alight - act with integrity, be real and empower others. It s why we re so driven to connect passion with purpose. Our team s expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life. With a comprehensive total rewards package, continu...
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
chennai, tamil nadu, india
On-site
Our story At Alight, we believe a company s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be Alight. Our Values: Champion People - be empathetic and help create a place where everyone belongs. Grow with purpose - Be inspired by our higher calling of improving lives. Be Alight - act with integrity, be real and empower others. It s why we re so driven to connect passion with purpose. Our team s expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life. With a comprehensive total rewards package, continu...
Posted 1 month ago
0.0 - 2.0 years
0 - 2 Lacs
chennai, tamil nadu, india
Remote
Our story At Alight, we believe a company s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be Alight. Our Values: Champion People - be empathetic and help create a place where everyone belongs. Grow with purpose - Be inspired by our higher calling of improving lives. Be Alight - act with integrity, be real and empower others. It s why we re so driven to connect passion with purpose. Our team s expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life. With a comprehensive total rewards package, continu...
Posted 1 month ago
2.0 - 4.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be respon...
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
ballari, raichur, chennai
Work from Office
ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
thrissur, kozhikode, chennai
Work from Office
ROLES & RESPONSIBILITIES: - 1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year To have minimum daily 3 client meetings 1 branch visit and assigned branches To ensure Minimum 12 first Trade for the month. 2.To ensure rollout of all the promotional and contest programs effectively 3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees 4.Supporting the channel partner on joint calls as per requirement 5.To reach out to allotted branches/POS as per the route plan 6.Responsible for Activating and upscaling the POS/Br. 7.Follow and submit the daily weekly and monthly MIS 8....
Posted 1 month ago
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